SMS Policy

PRIVACY POLICY: 

Capwood Capital Advisors, LLC  may disclose Personal Data and other information as follows:

Third Parties that Help Provide the Messaging Service: We will not share your opt-in to an SMS short code campaign with a third party for purposes unrelated to supporting you in connection with that campaign. We may share your Personal Data with third parties that help us provide the messaging service, including, but not limited to, platform providers, phone companies, and other vendors who assist us in the delivery of text messages.

Additional Disclosures: Affiliates: We may disclose the Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Policy. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

In this template, we’ve focused on how you plan to share customer data with third parties as it pertains to texting with a VoIP platform. You can add to it by listing the data you intend to collect and your data collection methods. 

MARKETING:  At Capwood Capital Advisors, LLC, we value your privacy and make every effort to respect your wishes and personal information. In line with this commitment, we have established the following policy for the use of our SMS marketing service. Please read it carefully to understand how we collect, use, and manage your phone numbers. 

COLLECTION OF PHONE NUMBERS:

 We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up for our promotional messages. You can opt in to receive these SMS messages either by clicking on the welcome pop-up (which shows to new users) or in the checkout by checking your SMS sign-up and providing your phone number.  

USE OF PHONE NUMBERS FOR SMS:

 Your phone numbers are primarily used to provide you with personalized services, updates, and promotional offers. These text messages may relate to our products, services, discounts, or any updates that we think may interest you.  We may also provide special discounts or offers through SMS messages. SMS messaging charges may be applied by your carrier. We will only share your phone number with our SMS provider, subject to their privacy policy.  We use Klaviyo to send all SMS communications to users who have opted in. Please view Klaviyo's privacy policy here https://www.klaviyo.com/legal/privacy/privacy-notice with information on how they use user information. 

OPTING OUT OF MARKETING MESSAGES:

If at any time you wish to stop receiving marketing SMS from us, you can opt out by

-Texting STOP to opt-out 

-Texting UNSUBSCRIBE to opt-out

-Texting CANCEL to opt-out

-Texting QUIT to opt-out

Please note that the opt-out process may take up to 10 business days to become effective. During this period, you may still receive some messages from us.

PRIVACY OF PHONE NUMBERS:

Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.  

ACCESS TO PROMOTIONS AND DISCOUNTS:

 You do not need to sign up for SMS Messages to receive information about current promotions. Codes and promotions are available for a limited time and may be changed or removed at any time.  

CHANGES TO THIS POLICY:

 We may periodically update this policy. We will notify you about significant changes in the way we treat your information by placing a prominent notice on our site. 

We thank you for your understanding and cooperation. If you have any questions or concerns about this policy, please feel free to contact us at: 877-711-6004.